West Coast Financial’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,057
| Closed | -$3.99M | – | 1 |
|
|
2025
Q1 | $3.99M | Sell |
51,057
-29,625
| -37% | -$2.31M | 0.46% | 46 |
|
|
2024
Q4 | $9.49M | Buy |
80,682
+190
| +0.2% | +$22.4K | 1.05% | 29 |
|
|
2024
Q3 | $8.68M | Buy |
80,492
+1,075
| +1% | +$116K | 0.95% | 34 |
|
|
2024
Q2 | $6.93M | Buy |
+79,417
| New | +$6.93M | 0.82% | 41 |
|